Politan Capital Management LP: 13F holdings
CIK 18852452026Q2
| Positions | 2 |
|---|
| Reported value | $255.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 2 (-1 vs prior quarter) |
|---|
| Reported value | $255.0m (-74.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CNC CENTENE CORP DEL | 2,135,210 | $137.1m | 53.7% |
| AZTA AZENTA INC | 4,622,450 | $118.0m | 46.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1885245")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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